Step 5 — Tracking Status & Getting the Signed PDF
⏱️ Nothing to do — this all happens automatically after you send.
Once you've sent a document (Step 4), Ultimate eSign tracks it for you and updates your board on its own. Here's what to expect.
🔄 What happens after you send
| Stage | What you'll see on your board |
|---|---|
| Sent | Status changes to Sent for Signature right away |
| Signed | Status changes to Signed automatically when the recipient finishes |
| Signed PDF | The completed document is saved to your Files column |
| Agreement ID | Stored on the item (if you mapped a column) for tracking |
⏱️ How fast? The status usually updates within a few seconds of signing. Occasionally it can take a little longer to sync — no action is needed; it updates on its own.
📄 Where the signed document goes
When signing is complete, the fully executed PDF is uploaded to the Files column you chose during Board Setup. You can open, download, or share it like any other monday file — your signed copy is filed automatically, with no manual download or upload.
📋 Track everything from the Sent Agreements list
Open the item and click the Ultimate eSign tab to see the Sent Agreements list. For every document sent from that item, you'll see:
- 📌 The document subject and recipient(s)
- 🔄 Its current status (Sent, Signed, Declined, Expired)
- 🔔 A reminder button to nudge a signer who hasn't signed yet
🟡 Other outcomes (handled automatically)
- Declined — If a recipient declines, your status column updates to Declined.
- Expired — If the document isn't signed in time, the status updates to Expired.
- Multiple signers — The status moves to Signed only once all signers have completed.
No manual checking is needed for any of these — the app updates the board for you.
🛠️ Troubleshooting
| Problem | Fix |
|---|---|
| Status didn't change to Signed | Make sure the document was fully signed in Adobe, then allow a short sync time. If it still doesn't update, click Authorize board access (Step 2) — the app needs write permission to update the board. |
| Signed PDF didn't appear in Files | Confirm you selected a Files column in Board Setup, and that board access is authorized. |
| Status stuck on Sent for Signature | The recipient hasn't signed yet — use the reminder button in the Sent Agreements list. |